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Blog posts, product updates, press, announcements, and case studies from Tern—all in one feed.
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As a travel agency owner managing independent contractors, Kari was responsible not only for her own clients but also for making sure nothing slipped through the cracks across her team. Deadlines, payments, insurance reminders, and follow-ups lived in sticky notes, spreadsheets, and constant mental checklists. This case study shows how Kari used Tern’s automations to bring structure and consistency to her agency operations. By automating trip milestones, payment requests, and client communications, she removed the need for manual tracking and created workflows she and her independent contractors could reliably follow. The result is fewer sticky notes, less stress, and a more professional experience for both her team and her clients. As a travel agency owner managing independent contractors, Kari was responsible not only for her own clients but also for making sure nothing slipped through the cracks across her team. Deadlines, payments, insurance reminders, and follow-ups lived in sticky notes, spreadsheets, and constant mental checklists. This case study shows how Kari used Tern’s automations to bring structure and consistency to her agency operations. By automating trip milestones, payment requests, and client communications, she removed the need for manual tracking and created workflows she and her independent contractors could reliably follow. In this case study, you’ll see how Kari uses Tern to: Automate reminders and follow-ups across multiple advisors Standardize payment authorizations and terms acceptance for clients Create consistent client communication using shared templates Qualify leads and protect advisor time with intake forms and scheduling tools Manage trips, payments, and commissions in one centralized dashboard The result is fewer sticky notes, less stress, and a more professional experience for both her team and her clients. This case study offers a real-world look at how agency owners use automation software to support independent contractors, reduce operational risk, and run their agency with confidence. As a travel agency owner managing independent contractors, Kari was responsible not only for her own clients but also for making sure nothing slipped through the cracks across her team. Deadlines, payments, insurance reminders, and follow-ups lived in sticky notes, spreadsheets, and constant mental checklists. This case study shows how Kari used Tern’s automations to bring structure and consistency to her agency operations. By automating trip milestones, payment requests, and client communications, she removed the need for manual tracking and created workflows she and her independent contractors could reliably follow. In this case study, you’ll see how Kari uses Tern to: Automate reminders and follow-ups across multiple advisors Standardize payment authorizations and terms acceptance for clients Create consistent client communication using shared templates Qualify leads and protect advisor time with intake forms and scheduling tools Manage trips, payments, and commissions in one centralized dashboard The result is fewer sticky notes, less stress, and a more professional experience for both her team and her clients. This case study offers a real-world look at how agency owners use automation software to support independent contractors, reduce operational risk, and run their agency with confidence.
David Shull
Case Study
Lauren, the founder of Modern Travel, was running a 22-advisor agency under Canada’s strict TICO compliance requirements—while juggling four tools, manual invoices, and hours-long monthly payout processes. Compliance was stressful, payouts were slow, and scaling felt impossible without adding more operational overhead. In this case study, Lauren shares how she rebuilt her agency’s back office using Tern as a single, organized system. By setting up standardized invoice templates for TICO compliance, centralizing commission tracking, and leveraging Tern’s shared library, she transformed payouts into an eight-minute process and gave every advisor a consistent, compliant foundation from day one. The result was more than operational efficiency. With admin removed from daily workflows, advisors focused on selling, mentoring improved, and Modern Travel achieved 433% year-over-year growth in just one year. This case study breaks down Lauren’s exact approach to building a “business in a box”—showing how the right systems can support rapid growth without sacrificing compliance, accuracy, or control.
Grace Van Hollebeke
Case Study
Tern’s Winter Launch introduces booking inside the platform for the first time, along with major upgrades to photos, AI, trip building, and agency tools. This release removes more manual work than ever and marks the beginning of a new, faster, fully connected era for travel advisors using Tern.
Grace Van Hollebeke
Product Update
Updates this week include option block selection, total per room pricing, and more!
This week’s updates introduce flexible agency-managed contact ownership, a new 'non-commissionable' sales filter for cleaner reporting, and more.
The big update this week is that if you're using AI Assist to import content into Tern, it will now select from verified properties in Tern's database - pulling in hotel details and photos automatically!
This weeks update includes our first feature of many for our new Project Expedition partnership, major upgrades to reporting, and more!
Easily look up trips and contacts from anywhere, a much-needed clean up to traveler-facing preferences and interests, additional dashboard metrics, and more.
This week, we launched the new Agency Dashboard and Agent Payout Emails, giving agencies clearer insights, smoother payouts, and a more polished experience across Tern.
The highlight this week is a big upgrade to how your itineraries look when you export them as a PDF!
This week's updates include folders for your Workflows, custom deposit amounts per room type, auto-logging of all documents in your main trip view, and more!
Updates this week include support to move older trips over to our new payments model, itinerary template folders, and previewing room cost on signup even when dates are flexible!
This week's update starts with hot off the press changes, and ends with a recap of webinar features you might have missed.
Tern’s Fall Reveal introduced the biggest upgrades yet for travel advisors, including smarter payment controls, a best-in-class mobile experience, a powerful new dashboard, and built-in business intelligence. The event also highlighted dozens of community-driven features from our Hackathon, proving Tern is listening and shipping faster than ever.
David Shull
Product Update
This week's update covers some big improvements to agency management, polish for the editor, and more!
We've got some exciting updates this week - including payment due dates on calendar, another major traveler app upgrade, and our new editor available for every feature on the platform.
From easier to access form responses to sticky calendar filters, we’ve rolled out more improvements designed to save you clicks - and headaches.
This week's update includes a long-anticipated editor overhaul, mobile app upgrades, and fast-follow improvements to our calendar beta!
We are so excited to share our new calendar beta, letting you see trip dates, tasks and more at a glance. Learn about that and more in today's update!
Updates include improved matching to update contact records, support for gender on forms, tag management, and more!
This week’s product update brings some exciting changes to the traveler mobile app, new time-saving tools for advisors, and an update on our editor roadmap.
Learn about one of our most requested upgrades to Forms, enhancements to the Traveler mobile app, and quality of life improvements that make day-to-day work even smoother.
Learn about one of our most requested upgrades to Forms, enhancements to the Traveler mobile app, and quality of life improvements that make day-to-day work even smoother.
Folders for your task templates and forms, a 'trash' view to easily restore deleted trips, and quality of life improvements to save you time and clicks!